PIA
Petredis Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Sell |
40,713
-47,237
| -54% | -$11.2M | 0.84% | 29 |
|
|
2025
Q1 | $19.5M | Buy |
87,950
+1,187
| +1% | +$263K | 2.04% | 14 |
|
|
2024
Q4 | $20.8M | Buy |
86,763
+40,781
| +89% | +$9.8M | 2.15% | 13 |
|
|
2024
Q3 | $10.9M | Buy |
45,982
+578
| +1% | +$137K | 1.16% | 18 |
|
|
2024
Q2 | $9.9M | Sell |
45,404
-53
| -0.1% | -$11.6K | 1.11% | 19 |
|
|
2024
Q1 | $10.4M | Buy |
45,457
+640
| +1% | +$146K | 1.25% | 18 |
|
|
2023
Q4 | $9.56M | Sell |
44,817
-1,334
| -3% | -$285K | 1.25% | 17 |
|
|
2023
Q3 | $8.73M | Sell |
46,151
-708
| -2% | -$134K | 1.24% | 19 |
|
|
2023
Q2 | $9.32M | Sell |
46,859
-371
| -0.8% | -$73.8K | 1.28% | 17 |
|
|
2023
Q1 | $8.95M | Buy |
47,230
+5,680
| +14% | +$1.08M | 1.4% | 17 |
|
|
2022
Q4 | $7.63M | Buy |
+41,550
| New | +$7.63M | 1.38% | 15 |
|